Is your marketing strategy stuck in the past? It’s time to ditch the funnel and embrace the flywheel. 🔄

In this episode, we welcome Kelly Forst, Seeds' new Director of Marketing, as she joins Kelsey McKenna to break down what the traditional funnel model lacks and why thinking linearly could be a detriment to your long-term growth.

Here’s what you’ll learn:

• 🔄 Funnel vs. Flywheel: Why shifting to a client-first, momentum-building model leads to better retention & referrals.
• 🎙️ Stage-Specific Strategies: Kelsey and Kelly share their top marketing ideas for each phase of the flywheel.
• 🎉 Mastering the ‘Delight’ Phase: Why post-sale engagement is the secret weapon for long-term loyalty and advocacy.

Hear how you can shift your marketing mindset from a funnel to a flywheel to drive sustainable, organic growth.

Thanks for listening!

Connect with us:

• Zach Conway on LinkedIn
• Kelsey McKenna on LinkedIn

Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!

• Seeds Investor Website
• Our Blog

Ask Zach and Kelsey a question!

#FinancialAdvisors #MarketingStrategy #ClientEngagement #BusinessGrowth #WealthManagement #PodcastAlert

Ask Zach and Kelsey a question!

Is your value proposition really delivering what clients want? 🤔

In our latest episode, Zach Conway, Kelsey McKenna sit down with Tom Riemann, CEO of Practice Intel, to explore the gap between what advisors think they provide and what clients actually value.

Spoiler alert: there’s a lot more to it than just great advice.

Here’s what you’ll learn:

• 🍽️ Think like a top-tier restaurant: It’s not just about serving advice—it’s about making sure it’s exactly what your clients crave.
• 📊 Use data to elevate your service: How actionable insights can help bridge performance gaps in fee transparency, engagement, and personalization.
• 🤝 Co-create, don’t just sell: Shift to a collaborative model where clients feel empowered, understood, and involved in their financial journey.

🎧 Stop guessing what clients want—start delivering real, lasting value!

Thanks for listening!

Connect with us:

• Zach Conway on LinkedIn
• Kelsey McKenna on LinkedIn

Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!

• Seeds Investor Website
• Our Blog

Ask Zach and Kelsey a question!

#FinancialAdvisors #BusinessOwners #ClientEngagement #WealthManagement #ValueProposition #PersonalizedAdvice #PodcastAlert

Ask Zach and Kelsey a question!

Financial Advisors & Business Owners – It’s time to wrap up 2024 on a high note and set the stage for an incredible 2025!

In this episode, Zach Conway and Kelsey McKenna share their insights on how to reflect, refine, and recharge your business strategies. Don’t let another year slip by without optimizing your growth potential!

Here’s what you’ll learn:

• The Power of Focus: Prioritize tasks that drive the biggest impact and avoid getting caught up in distractions.

Smart Team Structuring: Define clear roles and delegate effectively to unlock your team’s full potential.

• Strategic Planning That Works: Learn how to reassess, refine, and execute realistic goals with the right resources.

Thanks for listening!

Connect with us:

• Zach Conway on LinkedIn
• Kelsey McKenna on LinkedIn

Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!

• Seeds Investor Website
• Our Blog

#fromthegroundup #fromthegrounduppodcast #SeedsInvestor #ZachConway #KelseyMcKenna #NewYear #NewPlans #Plan2025

Ask Zach and Kelsey a question!